Suggest an edit
Browse / All apps / WealthMode

WealthMode

Flexible personal finance management, see your spending, net worth and budget the way you want.

$6.99/month or $59/year (Free tier for manual entry, bank sync on PRO with a 7-day trial)wealthmode.io

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

30 of 71 recorded

Cost

2 / 3
Free tier
Yes
wealthmode.io
Price
$6.99/month or $59/year (Free tier for manual entry, bank sync on PRO with a 7-day trial)
wealthmode.io
Lifetime purchase
?

Connections

6 / 7
Account aggregation
Yes
wealthmode.io
Connectors
Plaid
wealthmode.io
Refresh more than daily
Yes
wealthmode.io
Manual accounts
Yes
wealthmode.io
Countries
US · CA
wealthmode.io
Multi-currency
Yes
wealthmode.io
Crypto and digital assets
?

Transactions

12 / 13
Edit transactions
Yes
wealthmode.io
Create manual transactions
Yes
wealthmode.io
Rules engine
Yes
wealthmode.io
Mass edit
Yes
wealthmode.io
Split transactions
Yes
wealthmode.io
History import
Yes
wealthmode.io
Length of history
Unlimited
wealthmode.io
Export
Yes
wealthmode.io
Import formats
CSV · Mint · YNAB
wealthmode.io
Nested categories
Yes
wealthmode.io
Custom categories
Yes
wealthmode.io
Receipt attachments
?

Planning

3 / 16
Budgeting
Yes
wealthmode.io
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
Yes
wealthmode.io
Bills
?
Bill negotiation
?
Goal tracking
Yes
wealthmode.io
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

2 / 6
Net worth
Yes
wealthmode.io
Balance history import
?
Investment tracking
Yes
wealthmode.io
Investment transactions
?
Real estate
?
Investment fee analysis
?

Insight

2 / 4
Reports
Yes
wealthmode.io
Trends
Yes
wealthmode.io
Credit scores
?
Alerts
?

Platforms

2 / 5
Interfaces
Web · Desktop
wealthmode.io
Full mobile app
?
Home-screen widgets
Yes
wealthmode.io
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
Yes
wealthmode.io
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 3 groups, 10 attributes

Assistance

0 / 2
AI chat
?
AI categorization
?

Sharing

0 / 3
Partner or household
?
Adviser access
?
Business or rental separation
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on 2026-09-14; 30 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-14
First recorded at $59/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 58 live listings that charge one.